Reciprocity
- Provides for rapid data capture for all deals in the market place referred to the deal managers.
- Enables analysis of sources of deals and analyses reasons for rejection.
- Can progress to work in progress tracking.
- Can track monies paid to deal introducers to leverage reciprocity.
Deal (Work In Progress) Tracking
- Facility for deal reporting for investment evaluation and progress meetings.
- There can be multiple instances of WIP tracking, e.g. new investment companies, new fund investments, deal exit tracking etc.
- Deals are recorded and categorised by company, source, introducer (Company and Contact) and Deal Leader.
- There are links to contact information and activity history for all Companies involved in the deal.
- Progress of the deal can be monitored either by status and executive responsible.
- WIP deals can be tracked for offices and executives.
- Comprehensive lists of Executives and their involvement in the deal can be produced.
- All deal values are held in three currencies - deal, office and reporting.
- Executives can predict investment profiles by allocating the deal to funds.
- Allows multiple deals per Company.
- Flexible reporting by any category.
- There are also summary monitoring reports in office or base currencies.
Documentation and Information store
- Contains a permanent store of all deal documents accessible to all relevant parties.
- The Deal Documentation can be referenced to the potential investment company during evaluation and on completion e.g. due diligence and valuation documentation, compliance documents.
- All Company Documents can be accessed - e.g. board minutes, management accounts.